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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (164177)	2/18/2001 2:30:11 PM
From: Tony Viola	Read Replies (1) \| Respond to of 176387

I think SUNW will continue to weaken - their execution has been terrible recently. USIII slips; ignoring the edge too long; buying Cobalt; too much scale up, not enough scale out?

To: rudedog who wrote (164177)	2/18/2001 5:36:08 PM
From: jim kelley	Respond to of 176387

I was referring to company strategy and tactics rather than investment "bad ideas". All of us have a plethora of bad investment experiences. <g> I do not see any benefit in DELL doing a PC business deal with IBM. Most of the proposals I have seen amount to DELL giving IBM the PC services business in return for IBMs box business. As you know the services business is more profitable than the box business (certainly in IBMs case-<g>). I think DELL should simply take as much of this business as it can. The current economic conditions favor DELL. DELL should also grow it service business organically and commoditize the services business as well as the box business. Further DELL should continue its push into the market segments where its efficiencies give it discernible long term advantages over its rivals. This is a long term business not a quarter to quarter sprint! The planning should be for long term objectives.